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Chris Hofmann
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Personal investor focused on small/micro cap stocks, often tech based, with a 6 to 18 month holding period.
  • Williams Financial Group Initiates Coverage On Unipixel, $30 PT 5 comments
    Feb 11, 2013 10:44 AM | about stocks: UNXL

    Today, Williams Financial Group initiated coverage on Unipixel with a price target of $30

    UNXL)+at+Buy/8077217' rel="nofollow">www.streetinsider.com/New+Coverage/Willi....html

    For those with access to the full report, I highly recommend reading it thoroughly as it contains a lot of great information. WFG details the differences between UNXL and various competitors (including Atmel) and why UniBoss is superior. They also model that EPS could be in the 'high-teens' by the end of 2014.

    They believe that mass-manufacturing remains the largest risk, but believe that it is near a non-issue at this point as Unipixel has made great improvements over the past few weeks and clearly has large support from TI and the PC OEM (rumored to be Dell).

    Finally, they also believe that Unipixel is in advanced discussions with several other companies, including an eco-system based solution (think Microsoft or Intel), which will significantly increase their demand past 1 million units per month going forward.

    Disclosure: I am long UNXL.

    Stocks: UNXL
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Comments (5)
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  • Bobbyboogies
    , contributor
    Comments (110) | Send Message
     
    I haven't been fortunate to see the report but someone on Yahoo Finance, I know assuming he is right, mentioned that Williams justification for the $30 price was for a sale of 200,000 units a month. If that is the case then $30 would be in their lower price range
    11 Feb 2013, 11:46 AM Reply Like
  • Chris Hofmann
    , contributor
    Comments (755) | Send Message
     
    Author’s reply » this is true. They specifically mention in the report that they are using 200k and 50% gross margins in their modeling, but actually expect closer to 1 million and 65% for year end 2013.

     

    Thanks for the comment.
    11 Feb 2013, 11:56 AM Reply Like
  • Tom Shaughnessy
    , contributor
    Comments (1125) | Send Message
     
    WOW, Unipixel is turning out good for you chris!
    11 Feb 2013, 02:24 PM Reply Like
  • Chris Hofmann
    , contributor
    Comments (755) | Send Message
     
    Author’s reply » Thanks Tom, hopefully VHC gets some good news soon. It looks like it is in the cards.
    11 Feb 2013, 02:27 PM Reply Like
  • Tom Shaughnessy
    , contributor
    Comments (1125) | Send Message
     
    I don't mind slow inevitable news, it makes it more of an investment ;)
    11 Feb 2013, 02:37 PM Reply Like
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